See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,765 | $60,124-77.1% | $90,404-84.8% | $79,858-82.8% |
| Participation rate | 38.9% | 65.0%-26.1pp | 72.7%-33.8pp | 69.6%-30.7pp |
| Annual return | 14.84% | 71.94%-57.1pp | 1293.02%-1278.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,301 | $2,068-37.1% | $3,262-60.1% | $2,471-47.3% |
| Participant deferral / active EE | $1,152 | $2,938-60.8% | $3,963-70.9% | $3,740-69.2% |
| Admin fee / account holder | $2,096 | $3,976-47.3% | $5,611-62.6% | $5,306-60.5% |